A complete list of active advisors currently associated with Wealthion
Warmer can help you find a great advisor at Wealthion or one who fits your needs even better.
Wealthion provides discretionary portfolio management and solicitor/referral services to individuals, high net worth individuals, family offices, institutions, and other entities. The brochure notes the firm only recently began onboarding portfolio management clients and reported zero assets under management as of June 30, 2026, while continuing to refer prospects to other registered investment advisers via affiliated and unaffiliated websites. The firm tailors advice to individual client objectives and may manage accounts on a discretionary or non-discretionary basis, employing strategies that emphasize real assets (real estate, farmland, rare earths, infrastructure, natural resources and commodities) and that can include long- and short-term purchases, technical analysis, short sales, and margin as hedging tools. Wealthion states tax efficiency is not a primary consideration and uses the custodian’s money-market sweep as its cash vehicle. Wealthion’s structure is distinctive for its industry affiliations and marketing activities: it is owned through entities connected to precious-metals commodity broker-dealers (Gold Bullion International and GoldSilver) and is affiliated with SCP Real Assets, a securities broker-dealer, and the brochure discloses referral fee arrangements, paid educational interview fees, and potential conflicts because certain personnel are registered representatives who may receive separate commission-based compensation. The firm also discloses website-based solicitation and endorsement-style promotional activity and recently transitioned from a solicitor-only role to offering discretionary portfolio management while operating as a single-advisor practice.
To learn more about the advisors currently working at Wealthion, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Wealthion's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Savannah, GA
| 0
| |
Hyannis Port, MA
| 22
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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